Financial Analyst CV Example & Writing Guide
Analytical finance professional with 2 years in investment banking. Strong financial modelling and Excel skills.
Regional CV conventions
These examples share the same content worldwide. The header, length and personal-data rules change by region. Showing guidance for UK (CV).
Length
One page under 5 years experience, two pages maximum for senior roles.
Photo
Not expected. Leave the photo off unless the employer asks for one.
Personal data
Name, phone, email and location only. Do not include date of birth, marital status or nationality.
Good to know
UK CVs follow the same no-photo, no-personal-data rule as North America.
Sample Professional Summary
"CFA Level 1 candidate. Investment banking analyst with 2 years at [Firm] across M&A and equity capital markets. Proficient in DCF, LBO, and merger modelling. Strong in Excel, Bloomberg, and PowerPoint. Consistent performer in high-pressure, deadline-driven environments."
Example Achievement Bullets
- ✓Built DCF and LBO models for 12 M&A transactions totalling £800M in deal value
- ✓Prepared pitch decks and CIMs for 5 successful IPO mandates across technology and consumer sectors
- ✓Streamlined weekly reporting process, saving 6 hours per cycle through Excel macro automation
Core Skills
Recruiter tips for Financial Analyst CVs
- Finance CVs at top banks are ruthlessly screened. Formatting must be perfect: no typos, consistent fonts, aligned margins.
- Mention your university grade (if a 2:1 or above) and relevant modules. Many banks have grade cut-offs.
- If you've passed CFA Level 1 or have Bloomberg certification, put it directly below your name.
- Demonstrate commercial awareness: mention a deal, market trend, or financial story you've followed.
Common CV mistakes for Financial Analysts
- ✗Overlong CVs, one tight page for analysts, maximum two for associates
- ✗Vague descriptions ('Assisted with financial modelling', what type of model? What deal? What was your specific contribution?)
- ✗No mention of tools, Excel, Bloomberg, FactSet, Capital IQ all matter to interviewers
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